Orin Green Financial’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71M | Sell |
16,100
-2,114
| -12% | -$225K | 0.72% | 27 |
|
|
2025
Q1 | $1.91M | Buy |
+18,214
| New | +$1.91M | 0.9% | 24 |
|
|
2024
Q4 | – | Sell |
-20,167
| Closed | -$2.14M | – | 24 |
|
|
2024
Q3 | $2.14M | Buy |
20,167
+1,192
| +6% | +$127K | 0.92% | 24 |
|
|
2024
Q2 | $1.98M | Buy |
+18,975
| New | +$1.98M | 0.91% | 23 |
|
|
2024
Q1 | – | Sell |
-15,784
| Closed | -$1.66M | – | 22 |
|
|
2023
Q4 | $1.66M | Sell |
15,784
-136
| -0.9% | -$14.3K | 0.82% | 24 |
|
|
2023
Q3 | $1.64M | Hold |
15,920
| – | – | 0.91% | 24 |
|
|
2023
Q2 | $1.66M | Buy |
15,920
+37
| +0.2% | +$3.85K | 0.87% | 24 |
|
|
2023
Q1 | $1.66M | Sell |
15,883
-537
| -3% | -$56.2K | 0.9% | 23 |
|
|
2022
Q4 | $1.71M | Buy |
16,420
+1,565
| +11% | +$163K | 1% | 21 |
|
|
2022
Q3 | $1.53M | Buy |
14,855
+1,198
| +9% | +$123K | 0.99% | 22 |
|
|
2022
Q2 | $1.43M | Buy |
13,657
+11,504
| +534% | +$1.2M | 0.89% | 25 |
|
|
2022
Q1 | $225K | Hold |
2,153
| – | – | 0.15% | 62 |
|
|
2021
Q4 | $228K | Hold |
2,153
| – | – | 0.17% | 54 |
|
|
2021
Q3 | $232K | Sell |
2,153
-51
| -2% | -$5.5K | 0.16% | 62 |
|
|
2021
Q2 | $238K | Buy |
+2,204
| New | +$238K | 0.17% | 61 |
|
|
2021
Q1 | – | Sell |
-2,153
| Closed | -$233K | – | 66 |
|
|
2020
Q4 | $233K | Buy |
+2,153
| New | +$233K | 0.18% | 60 |
|